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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-10 |
| LA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
1001 Chestnut Hills Pkwy Suite 110, Fort Wayne, IN 46814 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Houston | TX | 09/2014 | 07/2025 |
| Lpl Financial Llc | Fort Wayne | IN | 07/2025 | Present |
1) 07/10/2025-American Financial Brokerage Group, LLC-Agent-Non-Variable Insurance-Inv related-At reported business location(s)-Start date 09/09/2014-10hrs/mth-8hrs/mth during trading 2) 07/10/2025-One Resource Wealth Management, Inc.-President / CEO, Registered Representative-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 09/06/2002-240hrs/mth-7hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-02-26 |
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